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Yo-yo yo-yo yo, what up? 
What up? 

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Good morning, Good morning GMG 
Monday March 4th, 44442024. 

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Look at that. 
Another beautiful day to have a 

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beautiful day. 
Yay, Whoa. 

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Another beautiful week to have a
beautiful week. 

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Another week in the bull market,
ladies and gentlemen. 

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God damn. 
I've been waiting for these 

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introductions, Oh, blood Market,
for 600 fucking days in a row. 

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So we definitely love these 
mornings. 

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I got my clothes. 
That was Ovi. 

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You just bought an alien. 
How you doing? 

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I wish. 
I wish I was rich enough to buy 

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an alien. 
To spend 16 on an alien. 

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Congratulations on the alien by.
How are you doing today? 

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I'm good, man. 
I'm good. 

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How are you? 
I'm euphoric. 

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Don't be for it. 
I feel great. 

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I don't know. 
I think we should be euphoric. 

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You should be happy in 
celebrating. 

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It's too easy to say Yeah, be 
careful and sure. 

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Trading is a is a game of 
emotions and the more in control

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of your desire. 
I'm holding. 

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I ain't trading. 
I'm hands off. 

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So even if you're holding 
yourself to make decisions of 

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when you're gonna sell and what 
are you gonna? 

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Definitely. 
Not here. 

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I like to strip the emotion out 
of everything I do in life. 

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Yeah, I mean, so long as that 
$130.00 and Ethan is not even an

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all time high, you're saying be 
cautious, so. 

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Don't be cautious. 
I'm just saying be calculated 

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and calm 2. 
Different. 

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Things. 
Yeah. 

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Fuck. 
Being calm, $50 million fucking 

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ate and punk sale dude like we 
were. 

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Come for 2 1/2 years, you're 
allowed to celebrate little 

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wins, You know what I mean? 
No, the 2 1/2 years you're 

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relaxed. 
I'm not saying be relaxed, I'm 

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saying be switched on. 
Yeah, yeah, we're definitely 

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switched the fuck on 45 eight. 
So Oh my God, that's it. 

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The bull market started ending 
sale. 

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Here we are Monday morning too. 
As if the weekend wasn't enough,

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there it is. 
There it is. 

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Fucking someone just went and 
accepted a $15 million bid on an

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alien. 
Shit is absolutely crazy. 

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And the craziest guys. 
I'm talking to the person who 

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bought it, so we're going to be 
interviewing him in a second 

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here My fellow Co host OV on on 
what it feels like to be an 

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alien. 
The 1st. 

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It was a Congrats on the whiffs 
trade it's in the on the whiff 

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trade for the for to to to the. 
Anyways Speaking of that we have

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a lot to talk about today. 
We have a lot to talk about 

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today. 
We have a lot to cover on this 

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morning's show. 
First of all, mark your report 

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as usual. 
So crypto macro NFTS, we'll go 

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over everything today. 
We got Bitcoin doing hitting 

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highs in in Euro and British 
pounds. 

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We got we got Bitcoin almost 
hitting guys in U.S. dollars. 

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We're 66.2000 right now. 
Big pump right before the show. 

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You'll have to see that there's 
so much. 

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I know there's some stuff going 
on right now. 

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We're like, we're like probably 
as greedy as it can get. 

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We have blast breaking 2.6 
billion TVL. 

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You have the ETH burn burning 
like crazy. 

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You have NF TS. 
I mean ordinal is another 

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massive weekend for that node 
monkey $1,000,000 sales Alien 

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sweeps. 
Fucking like everything. 

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Like I think the nodes are 
nearing one Bitcoin right now in

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terms of floors. 
So we have that Yeah in point 

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18.18. 
Sorry. 

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So you have that going on. 
What else do we have? 

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We have Pepe Trump mug, bunk 
whiff fucking, you know you name

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it dude you didn't come rock. 
It was pumping this weekend. 

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Like honestly I saw that 
screenshot and I was like what? 

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So there's all of that. 
You have OV fucking take it out 

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like millions of dollars out of 
whiff and riding a multi million

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dollar position and posting 
about it like everything is 

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going crazy. 
You have dog with fucking hat in

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the audience right now on the 
show with us. 

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I'm going to throw you an invite
if you want to come up and hang 

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out on stage instead of heading 
out in the audience. 

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Fuck it, it's a bull market 
after all. 

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So we have that, what else do we
got? 

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And we have a bunch of stuff 
happening this week and we're 

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going to cover that. 
So anyways, anyways, anyways, 

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Mandel's also on the way he's 
doing an interview right now. 

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He's on this like yo dog with 
hat. 

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Is that he on stage right now? 
Dude. 

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She's. 
Just whiffed when you asked him 

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to speak. 
I don't know. 

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What do you think? 
Do they just whiff, do they on 

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mute? 
No, I I think we'll just, we'll 

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just keep him on on on on stage 
though. 

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It's good for engagement, it's 
good for engagement. 

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And you know what, let's give 
some money out. 

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So we'll give $500. 
We're we're going to get 

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$500.00. 
So if you retweet the spaces, if

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you retweet the Twitter spaces, 
at the bottom right, there's the

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purple box, Follow FOMO hour, 
follow robe, com, our partners 

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that make it happen for us. 
We can give out a fuck ton of 

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money all the time on here. 
Make sure you follow us and 

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we're going to get $500 at the 
end of the show. 

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How's that for Lucky Listener? 
Let's listen to that. 

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So anyways, how about we get 
this party started right now? 

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Ovi, hold on, it's been a while.
So we started with you. 

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So first Daily Market Report 
brought to you by Rogue Radio 

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What's the? 
Word. 

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Oh, where do we fucking start? 
Hey, so much shit going on. 

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I would say maybe macro, I don't
know. 

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Yeah. 
So look, stocks had a good close

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on Friday. 
We broke through new all time 

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highs, let me close 1.8% higher 
on the NASDAQ, So a very strong 

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close on Friday. 
Today futures are basically 

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unchanged. 
It is an important week in 

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macro. 
On Friday we have non farm 

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payrolls. 
Now payrolls and inflation have 

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both come in ahead of 
expectations for the last two to

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three months and markets don't 
really seem to care, or rather 

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stocks don't really seem to 
care. 

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Interest rates have gone higher,
so that's going to be a big one 

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on Friday. 
Look I think in the last 12 to 

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18 months crypto has lost a lot 
of correlation from from macro. 

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But now that you have the ETF, 
the Bitcoin ETF which is like a 

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hybrid crypto slash macro 
product, I think macro is pretty

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important Like if you have a 
very risk off moment for stocks,

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people will sell that Bitcoin 
ETF, you will get outflows and 

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then it's going to hurt crypto. 
So it's important to see what 

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happens on Friday, I don't think
you know. 

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So even if we get another big 
payrolls number, it seems like 

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stocks continue to just shake it
off. 

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They don't really seem to care 
because there are other reasons 

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why stocks going higher. 
So it's not really the end of 

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the world, but it's something to
definitely be aware of and and 

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be cognizant of, especially with
you know 10 year Treasury's 

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still you know now at like 4.2% 
at the beginning of the year 

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we're at 3.73 point 8%. 
So that's what we have for macro

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cryptos is just, you know, 
Bitcoin is just very, very 

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strong 6666.3 K right now to 
start the day. 

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So we're up, I don't know, we're
up about 5 or 6%. 

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I think on the day I presume 
because we rallied at the US 

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Open, I presume that means we're
about to get a we're going to 

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get some strong info numbers 
today and Bitcoin dominance is 

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is up again 5554.5% ETH BTC is 
the lowest it's been for the 

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last three or four months. 
ETH is really lagging on this 

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move and ETH BTC is down to 
0.053, having almost hit 0.06 

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recently. 
So it seems like ETH is lagging 

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this move a little bit. 
Bitcoin is up massively. 

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Obviously. 
This weekend we had a massive 

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massive meme coin like Manic 
Rally. 

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I think over the weekend you see
the market lose focus on on 

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Bitcoin because you don't have 
the ETF stuff and so retail 

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people are focusing on meme 
coins and in the past that used 

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to be NFTS and and that was meme
coins right for for right now 

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and ordinals I guess as well. 
So it's yeah, it's just it's 

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it's pretty fucking meant to 
what we saw in meme coins over 

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the weekend. 
It looked like Pepe hit new all 

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time highs is currently at about
$3 billion market cap with 

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almost hit $2 billion market 
cap. 

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Bonk is up a lot. 
Bonk is up 45% today. 

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Like 3.5 billion right now. 
Yeah, I think that that I think 

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the market cap and Bonk is you 
have to calculate it a bit 

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differently. 
But it's it's up there it's high

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and you had a bit of a dip you 
had a bit of a bit of a you know

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mug hit $300 million market cap 
but you had a bit of a dip in 

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some things there's dip in mug 
with has been consolidating 

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here. 
So it does seem like caps is 

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moving around to to different 
things like Pepe Pepe and Trump 

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seem to be the two that are 
strong today. 

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Look at trump Trump as well. 
Yeah, Trump's up there. 

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Trump's what, 400 mil market cap
now? 

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515. 5:15, Yeah, there you go. 
So it's interesting because you 

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know obviously what what where 
we're at now in this mimic one 

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cycle is people are thinking 
about what happened in 2021 when

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ship did it's thing, when Doge 
did it's thing and they hit you 

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know 10s of billions of dollars 
in market cap and then you had 

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many many meme coins out there 
with billion dollar market caps.

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It was just that was just the 
way everything was And so the 

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question is can we get back to 
that level on this cycle. 

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Now Doge had the whole Elon Musk
stuff as as fresh information 

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back then which it doesn't have 
right now. 

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So that that's something to bear
in mind. 

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But then ship didn't, but at the
same time ship was maybe 

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manipulated by FTX and all those
guys. 

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So we don't, we don't, we don't 
really know. 

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But there's always, I have to 
say like the imitation will 

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never go away, there's always 
going to be some manipulation. 

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So I don't know like I think the
market is becoming increasingly 

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more acceptable of mean coins. 
There's more and more 

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sophisticated capital going into
mean coins. 

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Now I think it's not just 
running retail, it's also VCs 

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and funds and stuff are playing 
them because they obviously see 

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the returns. 
And so I do think we have a 

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chance of getting to those 
levels Again. 

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I think we have a chance of 
seeing some mean coins at forty 

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$50 billion market caps. 
I think there's a chance. 

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This still sounds crazy to all 
of us right now. 

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So I'm not calling it as like a 
base case scenario, but there's 

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definitely a chance and one 
thing I do think will happen, I 

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00:10:02,120 --> 00:10:06,080
do expect to happen still is 
that we do see stuff like, you 

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know, maybe the main ones, maybe
like Pepe Bonk with like that 

200
00:10:10,320 --> 00:10:13,640
stuff I think could get to 5 to 
10 range I think. 

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00:10:13,640 --> 00:10:15,480
And then I think you can have a 
few things that are coming in 

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the 500 to 1 billion range. 
It won't last for very long. 

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I think it will only really last
for a few weeks, maybe even a 

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few days. 
But I do think we can get a move

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00:10:27,120 --> 00:10:28,640
like that if the market holds 
up. 

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00:10:28,640 --> 00:10:30,560
And look, Bitcoin still hasn't 
hit all time highs yet. 

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00:10:30,560 --> 00:10:34,160
Bitcoin's at 66 K ether's well 
off, its all time highs. 

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00:10:34,160 --> 00:10:35,760
Solar's way way off, its all 
time highs. 

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00:10:35,760 --> 00:10:39,040
And Bitcoin dominance is just 
under 50%. 

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00:10:39,040 --> 00:10:41,800
So, you know, I think meme coins
can range around here for a bit.

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00:10:41,800 --> 00:10:43,800
They've always had a, you know, 
they've had a massive, massive 

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00:10:43,800 --> 00:10:46,680
run in the last few days, like 
every day it's been up 50 

213
00:10:46,680 --> 00:10:49,040
percent, 50%. 
Like whiff has done like a 6X in

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00:10:49,040 --> 00:10:50,160
a week or something like that, 
right. 

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00:10:50,160 --> 00:10:53,200
So these are crazy, crazy moves 
and I think you have to just 

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expect some consolidation and 
you know, it's not always going 

217
00:10:56,360 --> 00:10:58,520
to be up only. 
But I do think we'll see a 

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00:10:58,520 --> 00:11:01,440
period in the in the cycle when,
you know, maybe when Bitcoin 

219
00:11:01,440 --> 00:11:03,880
dominance is lower and maybe if 
there's an ETF approved and 

220
00:11:04,040 --> 00:11:07,280
they're just full on like 
capsule inflow and you know, 

221
00:11:07,280 --> 00:11:09,360
retail inflow. 
I do think you'll see a moment 

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00:11:09,360 --> 00:11:12,280
when you know some of this stuff
is at like, just insane levels 

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00:11:12,280 --> 00:11:14,040
where people are just like, Oh 
my God, what the hell? 

224
00:11:15,080 --> 00:11:19,720
Yeah, that is, that is wild. 
I I listen, we'll see where shit

225
00:11:19,720 --> 00:11:22,520
can go. 
But you know shit can go higher.

226
00:11:23,560 --> 00:11:26,440
We've seen it go much higher. 
That's that's for sure when it 

227
00:11:26,440 --> 00:11:29,200
comes to meme coin. 
So I wouldn't, I wouldn't, I 

228
00:11:29,200 --> 00:11:31,840
wouldn't look too deep into it 
for people listening, right. 

229
00:11:31,840 --> 00:11:34,280
It's like shit goes crazy. 
Like it looks like maybe 

230
00:11:35,000 --> 00:11:37,680
Vaunca's been kind of one of the
chosen ones here with going to 

231
00:11:37,680 --> 00:11:40,240
one point something billion this
weekend is absolute madness and 

232
00:11:40,240 --> 00:11:42,520
still going higher. 
Pepe is still running even. 

233
00:11:42,600 --> 00:11:44,040
It's like 3 something Pepe I 
think, right? 

234
00:11:44,040 --> 00:11:46,560
He hit 3 billion. 3 point yeah, 
I think it's 3.2 or something. 

235
00:11:46,600 --> 00:11:48,480
Like that this Stage 5 doesn't 
even like. 

236
00:11:48,640 --> 00:11:52,440
It's like where do we go? 
Like, I personally dude, I see 

237
00:11:52,440 --> 00:11:54,640
Pepe hit at this stage like 
every time I keep revising 

238
00:11:54,640 --> 00:11:56,400
higher. 
But if if the thesis of bitcoins

239
00:11:56,400 --> 00:11:59,880
going above 100K, surely you're 
going to see meme coins going 

240
00:11:59,880 --> 00:12:01,800
higher than what we saw them go 
last round, right? 

241
00:12:02,200 --> 00:12:04,520
Like. 
Yeah, yes, yes and no. 

242
00:12:04,520 --> 00:12:06,840
We don't, We just don't know. 
It's too much for nascent asset 

243
00:12:06,840 --> 00:12:08,760
class to really know how it will
truly react. 

244
00:12:08,760 --> 00:12:12,880
But so far this year, I have to 
say like a lot of these meme 

245
00:12:12,880 --> 00:12:14,800
coins have had really strong 
correlation to Bitcoin. 

246
00:12:14,800 --> 00:12:18,000
And usually you see Bitcoin move
up and memes are a little bit 

247
00:12:18,000 --> 00:12:20,200
like wavering a bit. 
And then once Bitcoin settled, 

248
00:12:20,480 --> 00:12:24,400
the memes rally, right. 
And that's what we're seeing. 

249
00:12:24,400 --> 00:12:27,920
And so we've had this big rally 
in Bitcoin this morning and kind

250
00:12:27,920 --> 00:12:30,120
of we we were up this morning 
and then some things have kind 

251
00:12:30,120 --> 00:12:32,480
of just settled around here. 
I think maybe they're just 

252
00:12:32,480 --> 00:12:34,200
waiting for that Bitcoin 
stability. 

253
00:12:34,600 --> 00:12:38,560
And my expectation is that you 
would see, you will see the mean

254
00:12:38,560 --> 00:12:41,320
coins seem to rally but you 
always seem to rally when like 

255
00:12:41,560 --> 00:12:45,080
I'm about to go to bed London 
time or when I wake up in the 

256
00:12:45,080 --> 00:12:47,640
middle of the night which 
usually tends to be like late 

257
00:12:47,640 --> 00:12:51,200
evening US time. 
And that's usually when the 

258
00:12:51,200 --> 00:12:53,200
Bitcoin price kind of chilled 
out a bit from like the date 

259
00:12:53,200 --> 00:12:56,560
from the daily activity. 
So I think we have, we've had a 

260
00:12:56,560 --> 00:12:58,160
strong day for Bitcoin today so 
far. 

261
00:12:58,160 --> 00:13:01,760
If this move holds, I think we 
will see meme coins have another

262
00:13:01,760 --> 00:13:05,640
leg higher this afternoon. 
I think you have to watch out 

263
00:13:05,640 --> 00:13:08,080
for funding. 
Funding is really high right 

264
00:13:08,080 --> 00:13:10,920
now. 
It's really high in Bitcoin. 

265
00:13:10,920 --> 00:13:13,040
It's really, it's not that high 
in ETH, but it's really high 

266
00:13:13,960 --> 00:13:16,320
across the board. 
And I think there was like I 

267
00:13:16,320 --> 00:13:19,000
read somewhere there was an 
increase, there's a $1.3 billion

268
00:13:19,000 --> 00:13:21,920
increase in open interest this 
morning. 

269
00:13:21,920 --> 00:13:25,440
So yeah. 
Swish funding map Fuck that, 

270
00:13:26,240 --> 00:13:28,640
Yeah. 
I mean like Bitcoin funding is 

271
00:13:28,680 --> 00:13:34,680
is 69% in finance because 54% so
it's not too bad sold 80%. 

272
00:13:34,800 --> 00:13:38,080
There you go. 
It's not crazy. 

273
00:13:38,960 --> 00:13:41,400
Well, you know. 
Yeah, we've seen worse, but it's

274
00:13:41,400 --> 00:13:44,600
it's up there and so it's just 
something to be wary of. 

275
00:13:44,600 --> 00:13:47,240
Like I honestly, I just think if
you're holding spot, you don't 

276
00:13:47,240 --> 00:13:48,960
really have anything to worry 
about because you'll get these 

277
00:13:48,960 --> 00:13:51,360
dips and then when you get those
dips you can add to your 

278
00:13:51,360 --> 00:13:52,640
positions and then you just 
chill. 

279
00:13:53,480 --> 00:13:56,320
But yeah, if you, if you have 
too much leverage where your 

280
00:13:56,560 --> 00:14:00,400
liquidation levels are maybe 
like 10% below the market, like 

281
00:14:01,320 --> 00:14:03,000
that is dangerous in my opinion 
like. 

282
00:14:03,000 --> 00:14:06,640
That's very dangerous. 10% is 
very dangerous. 

283
00:14:06,680 --> 00:14:10,120
It's like 1 little flash Wick. 
Yeah, it's one Wick, yeah. 

284
00:14:10,480 --> 00:14:12,000
You're finished, right? 
You get John. 

285
00:14:12,000 --> 00:14:14,680
Wicked. 
So it's And that's that's over 

286
00:14:14,680 --> 00:14:17,480
for you, man. 
Stuff is running heavy here. 

287
00:14:17,480 --> 00:14:19,520
I mean, there's a lot of stuff 
that is looking good. 

288
00:14:19,640 --> 00:14:22,440
We have Benny here. 
Benny, how you doing? 

289
00:14:23,320 --> 00:14:24,960
There's a rumor going around 
that it's. 

290
00:14:24,960 --> 00:14:27,160
Not a rumor. 
This is true. 

291
00:14:27,400 --> 00:14:30,840
This is not true. 
I'm just seeing G Funk coming on

292
00:14:33,080 --> 00:14:34,800
something OV. 
OV OV. 

293
00:14:34,800 --> 00:14:37,640
Because if you if you hid this 
from me, I'll be OK with it. 

294
00:14:37,640 --> 00:14:38,640
I want you to. 
It won't hurt our. 

295
00:14:38,640 --> 00:14:39,400
Relationship. 
I would never. 

296
00:14:39,400 --> 00:14:41,960
I would never hide that for. 
You Did you buy the alien punk? 

297
00:14:42,000 --> 00:14:44,280
No, I did not. 
Come on OV. 

298
00:14:44,520 --> 00:14:47,120
Even Sergito knows he looked 
into your wallets, dude. 

299
00:14:48,200 --> 00:14:51,720
Like you can just. 
Why can't you? 

300
00:14:52,080 --> 00:14:55,760
Let's let's just do this. 
Hold on for OK, you're with two 

301
00:14:55,760 --> 00:14:57,840
friends who care and love for 
you. 

302
00:14:57,920 --> 00:14:59,680
And like 500 other individuals 
listening. 

303
00:14:59,680 --> 00:15:00,560
But it's mostly just us. 
But. 

304
00:15:00,760 --> 00:15:02,680
Just just the two of us right 
now. 

305
00:15:03,280 --> 00:15:05,960
I mean, if there was ever a 
historical moment in time that 

306
00:15:05,960 --> 00:15:10,480
we needed to say it, can you 
tell us what what went down and 

307
00:15:10,480 --> 00:15:13,360
how this happened? 
Oh, the whole whiff stuff. 

308
00:15:14,120 --> 00:15:17,080
With with buying the the alien 
punk. 

309
00:15:19,800 --> 00:15:21,840
Just run through the process. 
Just do it. 

310
00:15:22,000 --> 00:15:22,800
Tell it. 
Just do it. 

311
00:15:23,200 --> 00:15:25,200
Pair of Stranded, tell the 
world. 

312
00:15:25,400 --> 00:15:27,560
Let's go tell the world, dude. 
I mean you hate the flex like 

313
00:15:27,560 --> 00:15:30,240
it's litty counter. 
OK, we know who you are. 

314
00:15:30,240 --> 00:15:31,680
We know that you are a good 
person. 

315
00:15:31,680 --> 00:15:33,840
It's not. 
This is not like. 

316
00:15:34,120 --> 00:15:34,960
Are you guys? 
Are you guys? 

317
00:15:35,000 --> 00:15:37,160
Are you guys serious? 
Yes, you should. 

318
00:15:37,280 --> 00:15:38,240
Tell us. 
Tell us the truth. 

319
00:15:38,920 --> 00:15:41,520
I just to be clear once again, I
did not buy the. 

320
00:15:42,120 --> 00:15:47,200
Come on mate, dude, I got every 
group chat of mine right now. 

321
00:15:47,200 --> 00:15:50,000
Literally everyone's saying OV, 
but I'm not even kidding. 

322
00:15:50,120 --> 00:15:52,520
Congrats. 
My phone is literally blowing up

323
00:15:52,520 --> 00:15:55,040
like no the. 
Punk Cat is going Who? 

324
00:15:55,600 --> 00:15:57,800
Spread Who spread this? 
Is this another Wizard of Soho 

325
00:15:57,800 --> 00:15:58,280
rumour? 
That's. 

326
00:15:58,680 --> 00:16:01,600
No, dude Wizard, they checked 
the chain. 

327
00:16:01,600 --> 00:16:03,400
Don't you know that if you 
checked the chain, the chain 

328
00:16:03,400 --> 00:16:05,800
never lies? 
Dude, let me see this. 

329
00:16:05,800 --> 00:16:06,880
One you look, you're getting 
nervous. 

330
00:16:07,000 --> 00:16:08,400
He's getting nervous. 
He's putting the. 

331
00:16:08,680 --> 00:16:12,080
You bought a $15 million NFT. 
You literally bought a $15 

332
00:16:12,080 --> 00:16:15,200
million NFT at ten, 3:00 AM on a
Monday morning on chain. 

333
00:16:15,200 --> 00:16:17,960
Expected people not to know. 
Like I don't understand like 

334
00:16:17,960 --> 00:16:24,040
what's the are you like? 
My My wife lets me get away with

335
00:16:24,040 --> 00:16:26,920
lots of things. 
But if I spent $15 million on a 

336
00:16:26,920 --> 00:16:28,920
punk, I think I I was. 
Yeah, OK. 

337
00:16:28,960 --> 00:16:30,960
Your wife's watching. 
Hey, Hey, Wifey. 

338
00:16:31,080 --> 00:16:32,920
He didn't buy. 
Why was he watching? 

339
00:16:32,920 --> 00:16:35,120
Betty, Betty wife's watching. 
Why swatching, that's why. 

340
00:16:35,960 --> 00:16:37,640
Well, if it wasn't, let's see 
this wallet. 

341
00:16:37,640 --> 00:16:39,280
Let's see this wallet. 
What's in this wallet? 

342
00:16:39,280 --> 00:16:41,000
Let's go. 
And get it together. 

343
00:16:41,000 --> 00:16:42,440
You know it's yours. 
What's in this wallet? 

344
00:16:42,440 --> 00:16:43,840
Probably the creeps you can't 
find. 

345
00:16:43,960 --> 00:16:46,520
Oh yeah, like. 
This wallet OSF dot ETH wait. 

346
00:16:46,560 --> 00:16:48,120
What? 
Damn sprat skulls in there. 

347
00:16:48,160 --> 00:16:50,280
How'd that get there? 
You go. 

348
00:16:50,280 --> 00:16:51,720
Let's go look at this alien 
sale. 

349
00:16:51,840 --> 00:16:53,480
Why does it say rec guy 
deployers? 

350
00:16:53,720 --> 00:16:57,240
Exactly here, look. 
Let's see, hold to this wallet, 

351
00:16:57,240 --> 00:17:00,080
right? 
And if you go here, I'm sharing.

352
00:17:00,080 --> 00:17:02,840
But for those of you who don't 
know, we are live on YouTube but

353
00:17:02,840 --> 00:17:04,800
also on video. 
So if you go to my account, I 

354
00:17:04,800 --> 00:17:06,800
posted a broadcast, but also on 
formal hour and make sure you 

355
00:17:06,800 --> 00:17:08,960
reach to the tourist spaces 
because we give away $500 at the

356
00:17:08,960 --> 00:17:11,119
end of the show. 
Anyways, you still have just so 

357
00:17:11,119 --> 00:17:13,200
you know OV you still have 
$1,000,000 left in your wallet 

358
00:17:14,200 --> 00:17:17,240
that you didn't spend. 
Yeah, just there. 

359
00:17:18,079 --> 00:17:20,079
But dude, how does it feel being
an alien owner? 

360
00:17:20,119 --> 00:17:25,160
Like it must feel nice, no? 
I if I bought an alien punk, I 

361
00:17:25,160 --> 00:17:26,520
would not. 
If I was rich enough to buy an 

362
00:17:26,520 --> 00:17:28,840
alien punk, I presume I'd maybe 
have some choice. 

363
00:17:28,840 --> 00:17:30,640
I mean, but, you know, maybe 
not. 

364
00:17:30,640 --> 00:17:32,440
Maybe. 
Not you just made $30 million on

365
00:17:32,440 --> 00:17:34,800
whiff. 
Yeah, that's like half of what 

366
00:17:34,800 --> 00:17:37,440
you made out of like nothing 
like. 

367
00:17:37,440 --> 00:17:39,840
You got you guys gonna get me 
into so, so much level. 

368
00:17:40,520 --> 00:17:42,880
You and Mando have been writing 
about how you did a bigger trade

369
00:17:42,880 --> 00:17:44,840
on on Portal than Apes. 
So that means you've made over 

370
00:17:44,840 --> 00:17:47,600
$50 million. 
You guys made 15,000,000 on Apes

371
00:17:47,600 --> 00:17:50,320
minimum. 
You made millions on WIF over 

372
00:17:50,320 --> 00:17:52,440
this weekend. 
You've made millions on MOG, 

373
00:17:52,840 --> 00:17:55,760
millions on Pepe, millions on 
ETH, and you're about to make 

374
00:17:55,760 --> 00:17:57,680
millions on blast. 
Like you. 

375
00:17:57,680 --> 00:17:59,800
You you don't want to see seven 
streams of income. 

376
00:17:59,880 --> 00:18:03,000
You have 7 multi $1,000,000 
streams of income. 

377
00:18:03,200 --> 00:18:04,480
You had to tell me you didn't 
buy that alien. 

378
00:18:04,480 --> 00:18:06,880
You're full of shit. 
This is me calling you out, 

379
00:18:06,960 --> 00:18:10,200
stepping my foot down. 
Just say the world OV Did you or

380
00:18:10,200 --> 00:18:16,360
did you not buy the alien? 
I did not and I and I have to 

381
00:18:16,360 --> 00:18:19,480
tweet this out change. 
Your PFP to the. 

382
00:18:19,480 --> 00:18:21,480
Alien people are people are 
like, texting me now. 

383
00:18:22,320 --> 00:18:24,040
You have to change your PFP to 
the alien. 

384
00:18:24,800 --> 00:18:25,600
That'll be pretty. 
That'll be. 

385
00:18:25,960 --> 00:18:29,760
That'll be pretty funny, you. 
I think honestly, but to be 

386
00:18:29,760 --> 00:18:31,960
fair, I think it was actually 
Sergito who made-up the rumor 

387
00:18:31,960 --> 00:18:33,560
first. 
I think there's something there.

388
00:18:33,880 --> 00:18:37,560
Yeah, I but I feel like maybe 
you know what it is for a maybe 

389
00:18:37,560 --> 00:18:39,600
he didn't buy it by himself. 
Maybe. 

390
00:18:39,600 --> 00:18:42,720
The men, though. 
Maybe the new cabal and it's. 

391
00:18:42,720 --> 00:18:44,080
Like not invited for. 
Sure, right. 

392
00:18:44,080 --> 00:18:45,600
We were not invited. 
We're too poor. 

393
00:18:45,600 --> 00:18:47,080
We're way too poor for that. 
It was. 

394
00:18:47,120 --> 00:18:49,840
Ten of them, $1.5 million each. 
They all got together. 

395
00:18:49,840 --> 00:18:52,920
They would say, let's control 
the market and they wanted to 

396
00:18:52,920 --> 00:18:55,560
hit back, right? 
Because Ovi, as you know, and 

397
00:18:55,560 --> 00:18:59,240
Mando and whoever else is in the
cabal don't own ordinals. 

398
00:18:59,840 --> 00:19:02,600
So now what's going to happen? 
Is Udi's going to strike back 

399
00:19:03,720 --> 00:19:07,320
and he's going to make a $15 
million sale on on some Quantum 

400
00:19:07,320 --> 00:19:10,920
cat or puppet and then we're 
going to have this big battle 

401
00:19:10,960 --> 00:19:12,480
going back and. 
Forth, will we check Punk's 

402
00:19:12,480 --> 00:19:14,800
chat? 
My DMS, everyone's like, 

403
00:19:14,800 --> 00:19:16,600
Congrats man. 
Congratulations. 

404
00:19:17,000 --> 00:19:20,000
Congratulations, OV. 
You got a zombie zombie punk. 

405
00:19:20,880 --> 00:19:22,000
You are the alien. 
Congrats. 

406
00:19:22,000 --> 00:19:24,800
That's incredible. 
That's crazy that you got the 

407
00:19:24,840 --> 00:19:27,040
alien punk. 
Honestly, you're my idol. 

408
00:19:27,520 --> 00:19:29,440
Like from. 
Yeah, that's the punk, the 

409
00:19:29,600 --> 00:19:30,440
streets. 
Of DACA. 

410
00:19:30,560 --> 00:19:34,000
From the streets of DACA to like
fucking by an alien Pong. 

411
00:19:34,000 --> 00:19:35,560
That's a crazy. 
Story it's crazy. 

412
00:19:35,560 --> 00:19:37,920
And it's also like he's having a
child, so obviously he's going 

413
00:19:37,920 --> 00:19:40,000
to hand it to the child like to 
grow up with. 

414
00:19:40,000 --> 00:19:42,560
I mean, can you think about that
like you're being? 

415
00:19:42,800 --> 00:19:45,200
The child's on the way too. 
What is it may so like you're 

416
00:19:45,200 --> 00:19:47,880
like? 
The Crip's doing an article now 

417
00:19:47,880 --> 00:19:49,440
we're just posting it. 
Yeah, there you go. 

418
00:19:50,200 --> 00:19:51,360
The Crip's that is. 
Insane. 

419
00:19:51,360 --> 00:19:52,720
Look at this even Wizard of 
soap. 

420
00:19:53,760 --> 00:19:56,640
Wizard of SOAP. 
Wizard of So see. 

421
00:19:56,640 --> 00:19:58,560
Confirmed. 
Confirmed by Wizard of So very 

422
00:19:58,560 --> 00:20:02,040
serious source here. 
Huge Congrats to OSF Rex on new 

423
00:20:02,040 --> 00:20:04,040
alien sale. 
Those wave pepin mock profits 

424
00:20:04,040 --> 00:20:07,160
gonna work like I listen 
confirm. 

425
00:20:07,720 --> 00:20:10,800
If Wizard of Soho tweeted this, 
then I mean, you know what? 

426
00:20:10,800 --> 00:20:11,680
I'm gonna be tweeted. 
It must be. 

427
00:20:11,680 --> 00:20:12,560
It must be real. 
Right. 

428
00:20:12,720 --> 00:20:15,400
If Wizard of Soho tweeted this, 
then you guys realize that, 

429
00:20:15,400 --> 00:20:17,640
like, there may be, like, a news
outlet from Web Three. 

430
00:20:17,640 --> 00:20:20,200
Let me pick up on that. 
Let me make sure that the Crypt 

431
00:20:20,200 --> 00:20:29,560
team knows we're trolling. 
But oh, he's like, speechless. 

432
00:20:29,560 --> 00:20:31,600
He doesn't even know what to say
anymore. 

433
00:20:34,120 --> 00:20:36,360
Oh my God, he's too. 
Funny. 

434
00:20:36,800 --> 00:20:38,600
If. 
He if you If you actually really

435
00:20:38,600 --> 00:20:43,280
changed your PFP to the alien 
punk, it would it would be 

436
00:20:43,280 --> 00:20:45,160
funny. 
You should do it. 

437
00:20:45,160 --> 00:20:46,840
You should do it I. 
Just presume whoever actually 

438
00:20:46,840 --> 00:20:49,200
bought it would be so annoyed if
someone else was laughing that 

439
00:20:49,200 --> 00:20:50,840
they bought it. 
So I just don't want to be like 

440
00:20:50,840 --> 00:20:51,520
laugh if that makes. 
Sense. 

441
00:20:51,520 --> 00:20:54,480
Probably somewhat serious also, 
but I really actually, in all 

442
00:20:54,480 --> 00:20:57,680
seriousness, I do think that 
there's a battle going on here 

443
00:20:57,680 --> 00:20:59,080
with ETH whales and Bitcoin 
whales. 

444
00:20:59,080 --> 00:21:00,760
Like, yeah. 
Yeah, yeah. 

445
00:21:00,840 --> 00:21:01,880
Yeah. 
There is, there is. 

446
00:21:01,960 --> 00:21:03,360
There is, that's part of the 
news, right. 

447
00:21:03,360 --> 00:21:05,080
That's part of the news. 
So let's let's actually, we 

448
00:21:05,120 --> 00:21:07,760
already talked about, let's 
actually go, let's actually go 

449
00:21:07,760 --> 00:21:09,640
there like let's talk about what
happened this weekend, right. 

450
00:21:09,640 --> 00:21:13,040
So you saw massive sweeps on the
Node Monkeys, insane volumes. 

451
00:21:13,040 --> 00:21:16,160
You saw two back-to-back, multi 
$1,000,000 swipes or three or 

452
00:21:16,160 --> 00:21:18,640
four of them. 
Someone came in, really bought 

453
00:21:18,680 --> 00:21:22,000
all the aliens, right, And then 
started putting 17 Bitcoin bids 

454
00:21:22,000 --> 00:21:24,600
on most of them. 
And then today what you see, 

455
00:21:24,960 --> 00:21:27,040
which by the way, the alien punk
beds have been going on for a 

456
00:21:27,040 --> 00:21:28,640
week now, right? 
So that's someone that's been 

457
00:21:28,640 --> 00:21:31,760
trying to bid, It's the third 
bid I believe they put and it 

458
00:21:31,760 --> 00:21:34,920
finally hit what happens here, 
right? 

459
00:21:34,920 --> 00:21:36,560
There's like this ETH versus 
Bitcoin narrative. 

460
00:21:36,560 --> 00:21:37,960
Is that what you think is 
happening? 

461
00:21:38,240 --> 00:21:40,840
Benny is like a show. 
Of like, who has the biggest in 

462
00:21:40,880 --> 00:21:43,560
general, the, I think in 
general, the market's just going

463
00:21:43,600 --> 00:21:47,400
up, right? 
So to me, this feels that like 

464
00:21:47,400 --> 00:21:49,520
2000, 2020, one that was 
exciting. 

465
00:21:50,000 --> 00:21:55,600
This really feels more like 2016
for me because 2016 was like 

466
00:21:55,600 --> 00:21:58,200
whenever if you just like threw 
a dart at a dart board and 

467
00:21:58,200 --> 00:22:00,560
picked a coin, you made money, 
like everything's going up, 

468
00:22:00,560 --> 00:22:02,160
right? 
So like the fact that 

469
00:22:02,160 --> 00:22:05,400
everything's going up should 
mean that the cycle really is 

470
00:22:05,400 --> 00:22:07,880
starting to bubble up and go, 
you know, you don't want to go 

471
00:22:07,880 --> 00:22:10,200
too quickly hopefully, but if 
it's really moving up. 

472
00:22:10,200 --> 00:22:14,760
But what I'm seeing is, is that 
it's clear that Bitcoin people 

473
00:22:14,760 --> 00:22:18,360
never spent money on NFTS before
and they never had any money to 

474
00:22:18,360 --> 00:22:20,680
spend on anything because they 
just always had Bitcoin. 

475
00:22:21,120 --> 00:22:24,560
So, and I think Udi has said 
this a lot and I think he's 

476
00:22:24,560 --> 00:22:28,440
right, that if these guys start 
spending money on these NFTS, 

477
00:22:28,960 --> 00:22:33,560
then East Wales, who are very 
protective of, you know, NFTS, 

478
00:22:33,560 --> 00:22:36,600
which they should be, right, 
They're gonna try to start 

479
00:22:36,600 --> 00:22:38,960
fighting back. 
I mean you saw a huge $15 

480
00:22:38,960 --> 00:22:41,760
million article of sale. 
Now you're seeing a huge $15 

481
00:22:41,760 --> 00:22:45,560
million alien sale. 
I I just don't think that 

482
00:22:45,560 --> 00:22:48,320
they're, you know, random things
that are happening. 

483
00:22:48,320 --> 00:22:51,520
I'm not saying there's like like
an A literal war, but there's 

484
00:22:51,520 --> 00:22:54,720
clear, in my opinion like, hey, 
we're not letting this happen. 

485
00:22:54,720 --> 00:22:57,880
Also there was a huge squiggle 
sweep, like people need to 

486
00:22:57,880 --> 00:23:00,840
protect their assets in their 
bags and I totally understand 

487
00:23:00,840 --> 00:23:02,800
that. 
So like as ordinals keep 

488
00:23:02,800 --> 00:23:07,200
exploding, ETH NFTS can't just 
totally lag behind because then 

489
00:23:07,200 --> 00:23:08,520
they they don't want to be 
worthless. 

490
00:23:08,600 --> 00:23:11,000
At least that's the way I I I'm 
perceiving it. 

491
00:23:11,000 --> 00:23:12,200
I don't know OSF. 
What do you think? 

492
00:23:13,320 --> 00:23:15,640
Yeah, I agree. 
It's just it's it's an attention

493
00:23:15,640 --> 00:23:18,480
game really isn't there and you 
see it a lot. 

494
00:23:18,480 --> 00:23:21,680
I mean, I noticed it a lot in 
shit coins because it's just 

495
00:23:21,680 --> 00:23:24,440
more liquid and you can just see
it actively on a day-to-day 

496
00:23:24,440 --> 00:23:26,640
basis. 
And when a brand new coin comes,

497
00:23:26,640 --> 00:23:28,280
it takes the liquidity away from
all the other stuff. 

498
00:23:28,280 --> 00:23:33,640
And I think you're seeing that 
right now because we had a few 

499
00:23:33,640 --> 00:23:36,520
moments over the weekend where 
ETH NFTS were actually lower and

500
00:23:36,520 --> 00:23:39,120
ordinals were a lot higher, 
which kind of shows that capital

501
00:23:39,400 --> 00:23:41,800
maybe flowed from Ethereum to 
Bitcoin. 

502
00:23:42,440 --> 00:23:46,960
And they're obviously like OG. 
Just like how there are OG 

503
00:23:46,960 --> 00:23:49,560
Bitcoin people who try and 
create narratives for Bitcoin to

504
00:23:49,560 --> 00:23:52,360
like put it back onto the map 
instead of losing to ETH. 

505
00:23:52,360 --> 00:23:55,360
And it's the same thing. 
They're probably OG ETH, NFT 

506
00:23:55,360 --> 00:23:57,320
people who are like, you know, 
we need to like get ETH back on 

507
00:23:57,320 --> 00:23:58,880
the map here because we're 
losing some steam. 

508
00:23:59,440 --> 00:24:01,040
And I I agree. 
I think that's just what's 

509
00:24:01,040 --> 00:24:02,360
happening now. 
It's just it's like a push and 

510
00:24:02,360 --> 00:24:04,360
pull between the two. 
And I think that you're seeing 

511
00:24:04,360 --> 00:24:06,960
like they're doing sales, like 
it's like I think the ether 

512
00:24:06,960 --> 00:24:09,280
people are saying, OK, that's 
fine, you can do PFPS. 

513
00:24:09,640 --> 00:24:12,160
It's funny, they're like, but 
we're going to buy art, you 

514
00:24:12,160 --> 00:24:15,880
know, like punks are art, You 
know, autocles are art. 

515
00:24:15,880 --> 00:24:18,200
I feel like it's going to be 
interesting to see how that all 

516
00:24:18,200 --> 00:24:20,800
plays out. 
But I guess my thought process 

517
00:24:20,800 --> 00:24:23,400
is that if you're just on the 
sidelines what makes this so 

518
00:24:23,400 --> 00:24:27,480
great is why these why ETH and 
Bitcoin keep going up and these 

519
00:24:27,480 --> 00:24:30,440
sales keep happening. 
Imagine like you're just on the 

520
00:24:30,440 --> 00:24:33,840
side and loose changes flying 
out of them, right? 

521
00:24:34,200 --> 00:24:36,360
So this is the opportunity for 
anybody who's sitting there to 

522
00:24:36,360 --> 00:24:38,560
be like you can make money here,
right? 

523
00:24:38,560 --> 00:24:41,400
You don't need to make your 
multiples of 1000 X, you don't 

524
00:24:41,400 --> 00:24:43,160
need to be on their level. 
Even if you're doing it on the 

525
00:24:43,240 --> 00:24:46,720
your smaller level, there's 
clearly opportunities. 

526
00:24:46,720 --> 00:24:50,200
So don't like don't just fade, 
don't fade something and say I 

527
00:24:50,200 --> 00:24:54,400
hate that, I hate that. 
Watch the trend and try to get 

528
00:24:54,400 --> 00:24:56,320
as try to get as much as you can
out of it. 

529
00:24:56,320 --> 00:24:59,800
Don't take too many big bets 
where you don't pay your rent 

530
00:24:59,800 --> 00:25:02,560
and all that shit, but take take
some chances here. 

531
00:25:02,560 --> 00:25:05,040
If this is really a bull market,
you don't want to miss it in my 

532
00:25:05,040 --> 00:25:08,520
opinion, yeah. 
Yeah, I agree. 

533
00:25:09,440 --> 00:25:11,720
Well, and with that, I mean 
we're also. 

534
00:25:12,120 --> 00:25:14,680
I mean, why It's really weird 
being in the same room now with 

535
00:25:15,240 --> 00:25:16,640
OV now that he owns the. 
Aliens. 

536
00:25:16,800 --> 00:25:18,680
It's honestly, I feel like a 
nobody. 

537
00:25:18,840 --> 00:25:23,800
Like, I honestly feel like 
packing it up like I man it it. 

538
00:25:23,920 --> 00:25:26,920
First of all, memes are God 
candling across the board right 

539
00:25:26,920 --> 00:25:28,160
now. 
Like, I don't know if you guys 

540
00:25:28,160 --> 00:25:32,920
are watching Pepe. 
It's at 3.4 billion with Bonk 

541
00:25:33,000 --> 00:25:37,080
Bonk Maga. 
So Trump is at 515 mil. 

542
00:25:37,080 --> 00:25:43,480
Bonk is at 3.75 Pepe. 
Just rent 3.4 Monk just fully 

543
00:25:43,480 --> 00:25:46,880
like was bought back up this 
morning. 

544
00:25:47,720 --> 00:25:52,000
Just now pretty much. 
It's it's insane. 

545
00:25:52,000 --> 00:25:54,880
Like what is that Dogecoin is at
17 Five lads. 

546
00:25:55,920 --> 00:25:58,600
It's crazy. 
I, I, I, I still think that soul

547
00:25:58,720 --> 00:26:00,520
becomes the big winner here, I 
think. 

548
00:26:00,800 --> 00:26:03,680
That Solana and Alt are really 
not moving at all, that's also. 

549
00:26:03,960 --> 00:26:06,800
Really struggling, yeah. 
Soul is altar. 

550
00:26:06,800 --> 00:26:10,880
Altar like meme coins are pretty
much the new alt here like it's 

551
00:26:10,880 --> 00:26:12,920
it's actually wild to see what 
do you guys think what do you 

552
00:26:12,960 --> 00:26:15,040
what's your read on guys that 
like that's actually wild when 

553
00:26:15,040 --> 00:26:18,160
you think about it like bitcoins
nearly 70. 

554
00:26:18,280 --> 00:26:20,760
Oh my God. 
Bitcoins are almost 67 K boys. 

555
00:26:22,720 --> 00:26:26,080
And then you have Solana stuck 
at 1:30, you know. 

556
00:26:27,680 --> 00:26:32,640
What I mean I it just look again
I can't it's very hard to 

557
00:26:32,640 --> 00:26:35,640
explain but like when you know 
the bull market in 2000 again 

558
00:26:35,640 --> 00:26:41,000
2000, 2020 one was 2019 was fun 
like I I was in it and made 

559
00:26:41,000 --> 00:26:44,400
money. 
But like anybody who was here in

560
00:26:44,400 --> 00:26:47,800
2016 seventeen that I can't 
explain it but it was just 

561
00:26:47,800 --> 00:26:51,440
literally every single day it 
was up. 

562
00:26:51,760 --> 00:26:53,760
Like it was like it went down a 
little and then it was up. 

563
00:26:53,760 --> 00:26:57,280
It was up and it was up and you 
know, unfortunately call related

564
00:26:57,280 --> 00:27:01,240
to that situation when we got to
the end of 2017 or 18, close to 

565
00:27:01,240 --> 00:27:03,080
2000. 
Oh, sorry, beginning 2018 when 

566
00:27:03,080 --> 00:27:07,960
everything crashed. 
But it just feels like it's not 

567
00:27:07,960 --> 00:27:10,960
going to stop now. 
My PTSD scares me. 

568
00:27:10,960 --> 00:27:14,040
Like, I was just texting Bob 
Lucas and I'm just like, I feel 

569
00:27:14,040 --> 00:27:17,040
this is going way too fast. 
You know, the answer is it's 

570
00:27:17,040 --> 00:27:19,560
probably not. 
But like you, you you get that 

571
00:27:19,560 --> 00:27:22,480
feeling of like, OK, I need to. 
Pass, though, after we had the 

572
00:27:22,480 --> 00:27:25,400
longest technically bear market 
ever in terms of days. 

573
00:27:25,560 --> 00:27:27,360
It wasn't really long. 
It was still like pretty much a 

574
00:27:27,360 --> 00:27:29,480
four year cycle again and I 
think I don't it. 

575
00:27:29,480 --> 00:27:32,280
Was the longest bear market in 
terms of days like technically 

576
00:27:32,280 --> 00:27:33,440
speaking? 
Yeah. 

577
00:27:33,680 --> 00:27:36,320
So I mean theoretically we 
should go up most now. 

578
00:27:36,320 --> 00:27:37,960
I don't know if any of that ever
makes any sense. 

579
00:27:38,000 --> 00:27:41,840
All I know is that trends, when 
things start moving, they move. 

580
00:27:42,400 --> 00:27:45,800
And if, if, if, if they're going
to go and trends are going, then

581
00:27:45,800 --> 00:27:48,560
you just stick to that trend. 
And as hard as that is like you,

582
00:27:48,560 --> 00:27:51,920
you should take profit. 
But like it, there's a world 

583
00:27:51,920 --> 00:27:56,760
where BTC just keeps running and
and so and so do meme coins, and

584
00:27:56,760 --> 00:28:02,400
so do organs. 
Yo movie, you made a call on the

585
00:28:02,400 --> 00:28:06,000
show before buying the alien 
punk. 

586
00:28:06,960 --> 00:28:09,920
You said that Bitcoin will hit 
100K by Anna Q1. 

587
00:28:10,160 --> 00:28:13,480
We're March 4th, dude, and when 
you said it was like 40? 

588
00:28:13,480 --> 00:28:17,320
I just, I didn't say H1, I said 
Q1 if you see $500 million a day

589
00:28:17,320 --> 00:28:18,280
clipped at. 
Six we. 

590
00:28:18,320 --> 00:28:19,880
Have to be fair, we haven't been
far off that so. 

591
00:28:20,160 --> 00:28:23,880
Sims, whatever, Sims Clipped 
said Q1 And let me tell you I I 

592
00:28:23,880 --> 00:28:27,560
did. 
You are literally so much closer

593
00:28:27,560 --> 00:28:33,360
to that right now. 
It was Q1 if the inflows kept 

594
00:28:33,360 --> 00:28:35,520
up, you said Q1 if the inflows 
were over. 

595
00:28:35,520 --> 00:28:37,160
There you go. 
Is it 500? 

596
00:28:37,240 --> 00:28:39,960
500 million a day, yeah. 
For a month for. 

597
00:28:40,400 --> 00:28:42,440
For back-to-back. 
So there was a discrepancy, bro.

598
00:28:43,200 --> 00:28:46,920
The info today must be insane. 
Insane. 

599
00:28:46,920 --> 00:28:50,160
It's probably a good inflow. 
Yeah, I think there was some the

600
00:28:50,160 --> 00:28:53,920
last two days of last week there
was a couple of big GBTC days. 

601
00:28:54,120 --> 00:28:56,360
It feels like to me that the 
inflow actually what we should 

602
00:28:56,520 --> 00:28:59,880
really be looking for, what it 
probably what it maybe means 

603
00:28:59,880 --> 00:29:03,480
that the GBTC inflow outflow is 
low because every day we are 

604
00:29:03,480 --> 00:29:05,440
getting those inflows and those 
inflows are sustained. 

605
00:29:05,440 --> 00:29:09,200
But when that net net info 
number is really high, it's not 

606
00:29:09,200 --> 00:29:12,360
usually because I bit did like 
2X the day before. 

607
00:29:12,360 --> 00:29:15,040
It's usually because GBTC was 
lower than the day before. 

608
00:29:15,040 --> 00:29:18,960
So the last two days of last 
week GBTC outflows were actually

609
00:29:18,960 --> 00:29:22,560
very high and maybe someone has 
the GBTC number now knows that 

610
00:29:22,560 --> 00:29:24,680
it's low. 
So that could create and. 

611
00:29:25,360 --> 00:29:29,560
I just feel like this is what 
we've been waiting for forever. 

612
00:29:30,480 --> 00:29:34,080
I I it just it this again. 
I don't know if it means that 

613
00:29:34,080 --> 00:29:36,880
Bitcoin's gonna go like I'm not 
gonna even tell you my numbers 

614
00:29:36,880 --> 00:29:42,920
because you'll think it's crazy.
Tell us, tell us, tell us. 

615
00:29:43,080 --> 00:29:44,840
I I. 
Think Bitcoin is going to 

616
00:29:44,840 --> 00:29:48,160
280,000. 
Like, I just don't think it's 

617
00:29:48,160 --> 00:29:50,520
not gonna happen. 
Like, I could be wrong, but I 

618
00:29:50,520 --> 00:29:52,040
I've been saying that for a 
little while now. 

619
00:29:52,040 --> 00:29:53,840
I just. 
I mean, you've been around for a

620
00:29:53,840 --> 00:29:54,280
few. 
Cycles. 

621
00:29:54,280 --> 00:29:56,280
Why two? 
Why 280 and not 300? 

622
00:29:56,440 --> 00:29:57,160
Like what? 
Yeah, exactly. 

623
00:29:57,400 --> 00:29:59,320
Good question. 
What's What's the thesis behind 

624
00:29:59,320 --> 00:30:00,480
280? 
I don't know, 'cause I think 

625
00:30:00,480 --> 00:30:03,560
it's again, guys don't remember.
I'm an idiot, so don't listen to

626
00:30:03,560 --> 00:30:05,200
anything I say. 
You're definitely not an idiot, 

627
00:30:05,200 --> 00:30:06,920
but OK, I. 
Think there's psychological 

628
00:30:06,920 --> 00:30:11,680
numbers, 20,000. 
It was just something about 

629
00:30:11,680 --> 00:30:17,120
passing 20,000, right? 
Then we hit like 69,000 and it 

630
00:30:17,120 --> 00:30:20,240
was kind of like a meme and kind
of I didn't we couldn't break 

631
00:30:20,240 --> 00:30:23,720
that 70,000 number. 
For me like being in the 

632
00:30:23,720 --> 00:30:27,840
hundreds doesn't sound if right 
now, I don't think like right 

633
00:30:27,840 --> 00:30:29,840
now the banks are buying and 
stuff like but the average 

634
00:30:29,840 --> 00:30:32,560
person isn't in yet. 
So I feel like we could very 

635
00:30:32,560 --> 00:30:34,960
quickly go into the hundreds and
once you're in the hundreds it's

636
00:30:34,960 --> 00:30:38,200
like where are we going. 
So like once you hit the 

637
00:30:38,200 --> 00:30:41,760
300,000, the market cap is what 
it's like. 

638
00:30:43,240 --> 00:30:46,360
That's like a, I want to get my 
numbers right. 

639
00:30:46,360 --> 00:30:52,520
So 300,000, the market cap's 
like what, 3 1/2, no, 61, who's 

640
00:30:52,520 --> 00:30:53,280
better at math? 
Yeah. 

641
00:30:53,880 --> 00:30:55,000
I mean, Ovi's your guy here, not
me. 

642
00:30:55,560 --> 00:30:59,200
What's the What's the if, if we 
had, if we had 300,000, what's 

643
00:30:59,200 --> 00:31:03,640
the market cap for Bitcoin? 
300,000, so that would be what, 

644
00:31:03,640 --> 00:31:05,280
5? 
5 trillion. 

645
00:31:05,600 --> 00:31:06,200
Five. 
Yeah. 

646
00:31:06,400 --> 00:31:07,840
No, no more. 
No, it's more 6 and. 

647
00:31:07,920 --> 00:31:09,480
Something because you got you 
got 1/3 now it'd. 

648
00:31:09,560 --> 00:31:11,520
Be 5X where we are now. 
Right now we're. 

649
00:31:11,520 --> 00:31:13,040
Like 1. 
Point 6 1/2 so yeah. 

650
00:31:13,280 --> 00:31:15,240
I think we can. 
I think when we, we're getting 

651
00:31:15,240 --> 00:31:19,240
closer to parity with gold and I
think that's when that'll be our

652
00:31:19,240 --> 00:31:22,360
next like, OK, wait, hold on, is
this for real sort of number, 

653
00:31:22,720 --> 00:31:24,200
right. 
It's like a psychological thing.

654
00:31:24,440 --> 00:31:28,120
Oh, Bitcoin can't be the same 
amount as gold, right? 

655
00:31:28,120 --> 00:31:31,240
It's just not possible. 
So I I say 280 because I think 

656
00:31:31,240 --> 00:31:34,760
what'll happen is we'll get that
crazy and then we'll have that 

657
00:31:34,760 --> 00:31:37,800
conversation like, wait, is 
Bitcoin replacing gold? 

658
00:31:38,200 --> 00:31:40,160
And I think we're too early for 
that conversation. 

659
00:31:40,360 --> 00:31:44,520
So I think that's like next 
cycle when we go to 450. 

660
00:31:45,320 --> 00:31:48,480
I like to take I think, I think,
I think crypto goes to like $10 

661
00:31:48,480 --> 00:31:50,760
trillion a cycle like crypto in 
general. 

662
00:31:50,760 --> 00:31:52,880
Oh, the whole thing, Yeah. 
Yeah, because I was looking at 

663
00:31:52,880 --> 00:31:54,640
the crypto. 
I was looking at trading view. 

664
00:31:54,640 --> 00:32:02,120
I was looking at the the crypto 
like total crypto market cap 

665
00:32:02,600 --> 00:32:05,560
like including Bitcoin and ETH. 
Not the total 3 but the total. 

666
00:32:05,680 --> 00:32:08,400
And like I was like, dude, like 
there's I I just don't 

667
00:32:08,400 --> 00:32:11,360
understand why. 
Like like this is it right 

668
00:32:12,160 --> 00:32:13,480
outside of all the euphoria 
talk. 

669
00:32:13,480 --> 00:32:16,960
Like I can't believe people are 
calling for tops here when you 

670
00:32:16,960 --> 00:32:19,400
have all this going on. 
Like if you're a spot like the 

671
00:32:19,400 --> 00:32:22,400
rest of this year, I think like 
maybe I cooled off maybe I don't

672
00:32:22,400 --> 00:32:25,200
know March Madness for memes are
talking about this month. 

673
00:32:26,200 --> 00:32:28,960
Maybe majors like you're seeing 
majors and ulcers like not move 

674
00:32:28,960 --> 00:32:30,280
right. 
Like, Solana's like, down, 

675
00:32:30,280 --> 00:32:31,120
actually. 
Yeah. 

676
00:32:31,120 --> 00:32:33,520
And then the question is like 
what happens when like every 

677
00:32:33,520 --> 00:32:37,400
single person and their mother 
is calling up their four O 1K 

678
00:32:37,400 --> 00:32:39,320
and saying? 
I want Bonk. 

679
00:32:39,960 --> 00:32:42,760
I I I just want. 
I just want Bitcoin, right. 

680
00:32:42,760 --> 00:32:46,200
Like I just can you put 1% of my
net worth in Bitcoin when 

681
00:32:46,200 --> 00:32:48,160
they're when and then they have 
to be ready to do it. 

682
00:32:48,160 --> 00:32:50,720
So like that's where things can 
get really nuts, right? 

683
00:32:51,120 --> 00:32:54,120
And then the problem is that 
what you're well, it's not a 

684
00:32:54,120 --> 00:32:56,680
problem it's a blessing and a 
curse because the blessing is, 

685
00:32:56,680 --> 00:32:59,920
is that once it's in I feel like
what's in 401K they can't. 

686
00:32:59,920 --> 00:33:01,920
It's not they're not trading it 
back and forth, right. 

687
00:33:02,160 --> 00:33:04,480
It's not like us still sit 
there. 

688
00:33:04,680 --> 00:33:07,640
The bad news is that if it goes 
down they're stuck with it until

689
00:33:07,640 --> 00:33:10,160
that next price point. 
But I don't know. 

690
00:33:10,160 --> 00:33:12,800
It just feels like, like, you 
know, even with ordinals, right?

691
00:33:12,800 --> 00:33:16,880
Like I keep saying this to Udi 
and far and a few other people 

692
00:33:16,880 --> 00:33:19,840
who are in it. 
Like Michael Sailor hasn't 

693
00:33:19,840 --> 00:33:24,240
bought a ordinal yet. 
Imagine that day he buys an 

694
00:33:24,240 --> 00:33:25,920
ordinal. 
What happens in the fucking 

695
00:33:25,920 --> 00:33:26,920
ordinal market? 
Like who has? 

696
00:33:28,040 --> 00:33:29,680
We haven't even seen that. 
You see what I'm saying? 

697
00:33:29,680 --> 00:33:32,840
We haven't even seen that level 
of things like we like, we're 

698
00:33:32,840 --> 00:33:34,520
not like we're not even there 
yet. 

699
00:33:34,640 --> 00:33:37,280
So the question is how much till
we get there. 

700
00:33:37,280 --> 00:33:40,440
And if that happens like then 
we're we could see multiples of 

701
00:33:40,440 --> 00:33:42,960
XS. 
This is just like sort of the 

702
00:33:42,960 --> 00:33:48,080
beginning of it all, yeah. 
What what do you think of the 

703
00:33:48,080 --> 00:33:50,240
punks of ordinals, Benny? 
I know this is a hotly debated 

704
00:33:50,240 --> 00:33:54,800
topic, but. 
So I I bought 1. 

705
00:33:54,920 --> 00:33:56,880
So you guys know I bought 
ordinals a long time ago, right?

706
00:33:57,360 --> 00:34:03,200
So I bought there was this thing
called punks on Bitcoin, right? 

707
00:34:03,400 --> 00:34:06,200
It was like it was ordinal punks
and then Punks on Bitcoin. 

708
00:34:06,480 --> 00:34:09,920
The inscriptions were like under
2000 and under 1000. 

709
00:34:10,520 --> 00:34:14,800
I bought an alien and zombie 
like of this small collection, 

710
00:34:15,120 --> 00:34:19,960
and then I texted it to Eric 
Snowfro and I said, yo, look 

711
00:34:19,960 --> 00:34:21,400
what I bought. 
He's like, are you? 

712
00:34:21,760 --> 00:34:22,880
He's like what? 
You just bought that? 

713
00:34:23,600 --> 00:34:25,600
And I was like, and then I told 
him it was an ordinal and then 

714
00:34:25,600 --> 00:34:31,000
he told me to go fuck myself. 
So I feel pretty strongly that 

715
00:34:32,040 --> 00:34:36,239
the ordinal punks are pretty, in
my opinion, new. 

716
00:34:36,320 --> 00:34:38,480
And it's new art, so I have no 
problem with it. 

717
00:34:39,040 --> 00:34:41,719
I think the Punks on Bitcoin 
also has a lot of new art. 

718
00:34:41,719 --> 00:34:44,040
Some of them are the same, but 
most of them are different. 

719
00:34:44,560 --> 00:34:48,960
To me, I look more like, I think
that the larger collection, 

720
00:34:48,960 --> 00:34:51,880
which is just a copy, I'm not 
interested in at all. 

721
00:34:51,880 --> 00:34:53,600
Like, I just kind of like, you 
know what? 

722
00:34:53,600 --> 00:34:56,320
That's just not innovative. 
Like, I think what Shrooms did, 

723
00:34:56,320 --> 00:35:00,160
Bitcoin Shrooms to me is really 
where everybody should be going.

724
00:35:00,160 --> 00:35:02,400
It's original. 
It's different art. 

725
00:35:02,600 --> 00:35:05,720
It's early inscription like it 
has, you know, obviously I'm 

726
00:35:05,720 --> 00:35:08,080
biased. 
I have one but I also bought one

727
00:35:08,080 --> 00:35:10,840
for that reason. 
So like I think that the punk 

728
00:35:10,840 --> 00:35:14,000
sun like the the one where they 
just ported the whole collection

729
00:35:14,000 --> 00:35:15,120
over. 
I don't know. 

730
00:35:15,120 --> 00:35:18,480
That doesn't doesn't do for me 
the early inscription ones that 

731
00:35:18,480 --> 00:35:21,280
are at least different. 
Like I I think there's something

732
00:35:21,280 --> 00:35:24,280
there for sure. 
Again someone like Snow Crow and

733
00:35:24,280 --> 00:35:27,800
I totally agree he'll tell you 
like you know he he says it the 

734
00:35:27,800 --> 00:35:30,840
best he he says do you he he 
this is how he explains it. 

735
00:35:30,840 --> 00:35:33,280
I don't want to mess it up, but 
he always says to me, do you 

736
00:35:33,280 --> 00:35:35,720
want to take a horse to work or 
do you want to take a cow to 

737
00:35:35,720 --> 00:35:39,360
work? 
And he thinks a cow is Bitcoin. 

738
00:35:39,840 --> 00:35:42,400
Yeah, OK. 
See, he he isn't. 

739
00:35:42,480 --> 00:35:44,600
He's a maxi that way. 
I like that. 

740
00:35:44,720 --> 00:35:46,560
I like that. 
Speaking of cows and horses, 

741
00:35:46,560 --> 00:35:48,000
Mando, good morning. 
Hey. 

742
00:35:49,600 --> 00:35:51,440
Guys what do you think of this 
You're you're. 

743
00:35:52,360 --> 00:35:53,720
He wasn't there. 
He wasn't there. 

744
00:35:53,720 --> 00:35:55,200
He didn't see. 
It. 

745
00:35:55,520 --> 00:35:59,320
He's been on a podcast. 
Mando OV bought the alien. 

746
00:36:01,360 --> 00:36:02,280
Did you? 
Yeah, dude. 

747
00:36:03,440 --> 00:36:06,760
I can't believe you had asked. 
Timeline Check the timeline. 

748
00:36:06,920 --> 00:36:08,760
Do you not see what's happening?
They followed his wallet. 

749
00:36:08,760 --> 00:36:11,080
He followed his wallet. 
He didn't tell us. 

750
00:36:11,480 --> 00:36:14,080
He did check the timeline, 
Wizard of Souls said. 

751
00:36:14,080 --> 00:36:16,600
He bought it. 
And No Chance Band. 

752
00:36:17,840 --> 00:36:20,600
Was like, no, you know why? 
Because I hold his keys, so he's

753
00:36:20,600 --> 00:36:22,720
like, there's no. 
Way again. 

754
00:36:22,720 --> 00:36:24,480
Extension. 
Like, there's no way he's he's 

755
00:36:24,480 --> 00:36:25,960
spent that own alien. 
No way. 

756
00:36:28,680 --> 00:36:30,400
You're supposed to, like, play 
into it. 

757
00:36:30,840 --> 00:36:32,680
Oh really? 
Yeah, he bought the alien. 

758
00:36:33,560 --> 00:36:34,840
He bought the alien though. 
He bought it. 

759
00:36:34,840 --> 00:36:36,240
Look, a lot of stuff is going on
this morning. 

760
00:36:36,240 --> 00:36:37,880
It's a little over the place. 
We're talking to aliens so I can

761
00:36:37,880 --> 00:36:39,000
know monkeys. 
We're talking to market. 

762
00:36:39,000 --> 00:36:42,440
We have dog whiff, coin 
literally on the stage on spaces

763
00:36:42,440 --> 00:36:45,920
since the beginning. 
And yeah, and what's up, Dog 

764
00:36:45,920 --> 00:36:47,360
whiff? 
Thanks for thanks for hanging 

765
00:36:47,360 --> 00:36:48,480
out with us. 
You're definitely welcome to 

766
00:36:48,480 --> 00:36:53,200
hang with us every day. 
This is wild mando, I guess. 

767
00:36:53,200 --> 00:36:54,680
I mean, we're pretty much done 
in 5 minutes. 

768
00:36:54,680 --> 00:36:57,480
But what's your read here? 
What's your read on today? 

769
00:36:57,960 --> 00:37:00,920
Why are some old slagging? 
And what's happening this week? 

770
00:37:02,720 --> 00:37:05,080
I mean, Bitcoin, there's just no
supply, right? 

771
00:37:05,200 --> 00:37:08,600
And there's just buyers every, 
single, every single 5 minutes 

772
00:37:08,600 --> 00:37:10,240
they'll be buyers of Bitcoin 
from the ETF. 

773
00:37:10,240 --> 00:37:13,560
So I think, I think we're 
probably going to see another 

774
00:37:13,560 --> 00:37:16,160
500 million inflow today. 
We're probably going to see 

775
00:37:16,160 --> 00:37:17,600
another 500 million inflow 
tomorrow. 

776
00:37:17,600 --> 00:37:19,160
Like this is going to keep 
going. 

777
00:37:19,480 --> 00:37:23,560
Bitcoin is sucking sucking a lot
of the demand out and you're 

778
00:37:23,560 --> 00:37:26,520
starting I think you're starting
to still see like maybe a slight

779
00:37:26,520 --> 00:37:30,120
waning in the in the meme coin 
moves. 

780
00:37:30,160 --> 00:37:32,600
I know Pepe just sitting at all 
time high but I think quite a 

781
00:37:32,600 --> 00:37:36,560
few things like I don't know 
maybe slightly cooling but yeah 

782
00:37:36,560 --> 00:37:39,600
I think I just I can't be 
bearish here but I just don't 

783
00:37:39,600 --> 00:37:42,080
even know what is the bearish 
thing like maybe the government 

784
00:37:42,080 --> 00:37:46,200
comes in to sell its Bitcoin 
where we go down like I don't 

785
00:37:46,200 --> 00:37:49,280
know a few thousand and then 
that's a very bullish 

786
00:37:49,280 --> 00:37:51,520
development in my opinion. 
So I'm yeah, I'm just not 

787
00:37:51,520 --> 00:37:54,600
bearish here. 
I I think this is going to start

788
00:37:54,600 --> 00:37:58,360
to feel more and more hated as a
rally as we keep on going higher

789
00:37:59,360 --> 00:38:01,720
because now it feels like 
everyone's telling you to like 

790
00:38:01,720 --> 00:38:05,400
be careful and tradfies. 
It keeps on putting out saying 

791
00:38:05,400 --> 00:38:07,280
it's a bubble. 
And actually it's not. 

792
00:38:07,280 --> 00:38:09,360
It's just supply demand. 
Like it's not, it's not sitting 

793
00:38:09,360 --> 00:38:12,080
here and just pure speculation 
like there is ETFs buying 

794
00:38:12,080 --> 00:38:14,920
billions. 
It doesn't feel like 2021 to me 

795
00:38:16,240 --> 00:38:19,600
in that, you know, it's just 
like rampant excessive risk 

796
00:38:19,600 --> 00:38:21,600
taking and very little to back 
it up. 

797
00:38:22,160 --> 00:38:25,960
This feels like institutional 
Crowdfires come in and is now 

798
00:38:25,960 --> 00:38:28,600
going to be buying Bitcoin. 
And I wouldn't confuse the two. 

799
00:38:28,600 --> 00:38:32,120
Like I think, I think it's one 
that I mean I said it so many 

800
00:38:32,120 --> 00:38:34,480
different times like we're going
to start hitting overbought on 

801
00:38:34,480 --> 00:38:38,080
pretty much every metric out 
there and I think you just meant

802
00:38:38,080 --> 00:38:40,920
to hold I. 
Love that. 

803
00:38:41,960 --> 00:38:48,120
What you're saying is it's the 
song is that we are in a very 

804
00:38:48,120 --> 00:38:52,320
big bull market and OSF bought 
the punk. 

805
00:38:52,320 --> 00:38:55,840
Now does someone understand the 
the the punk alien punk that you

806
00:38:55,840 --> 00:39:04,360
bought OSF and his alien OSF and
his alien friend. 

807
00:39:04,920 --> 00:39:10,240
He will put it on rec juice. 
He will put it on his skin. 

808
00:39:10,920 --> 00:39:16,800
He will be an alien. 
Congratulations, OSF. 

809
00:39:16,800 --> 00:39:20,920
Congratulations OSF. 
Damn man. 

810
00:39:22,320 --> 00:39:28,560
OV bought an alien punk. 
I mean literally, from the 

811
00:39:28,560 --> 00:39:32,040
streets of DACA to owning an 
alien punk that is the craziest 

812
00:39:32,040 --> 00:39:33,840
come up in crypto. 
It's really It should be a 

813
00:39:33,840 --> 00:39:34,920
movie. 
I'm not kidding. 

814
00:39:34,920 --> 00:39:36,560
This should be a movie. 
I agree. 

815
00:39:36,840 --> 00:39:39,360
He even fought in between, like 
the whole boxing thing. 

816
00:39:39,360 --> 00:39:41,680
Don't forget that. 
All right, I got to go run and 

817
00:39:41,680 --> 00:39:45,720
pretend to be a human now. 
OK, you have fun. 

818
00:39:45,720 --> 00:39:46,520
You have fun doing that.
